Tracking CTAs since 1994
Chelton Wealth-Chelton AB
Alternative I
Principal(s): Richard Corvenius
Strategy: Price Action / Intraday / Currencies, Gold, WTI & Indices
Investment Restrictions: Non US Investors Only
Statistical Reports are Subscription Based
Trading Description, Risk Strategy & Background
Trading is conducted from stripped down price charts. This means there are no lagging indicators outside of maybe a couple of moving averages to help identify dynamic support and resistance areas and trend. Whilst economic data and other global news events are the catalysts for price movements in a market, we don't need to analyze them to trade the market successfully. The reason is pretty simple; all economic data and world news that causes price movement within a market is reflected via price action on a market's price chart.
Price movements provide all the signals we will ever need to develop a profitable and high-probability trading system. these signals collectively provide a way to make sense of a market's price movement and help us predict its future movement with high enough degree of accuracy.
We trade with stops and targets on every single trade we place. We're trading the G10 currency majors and crosses, Gold (XAUUSD), WTI and Indices. Also available to trade the strategy in spot FX only. Managed accounts available in CHF, EUR, GBP and USD.
Richard Corvenius is a professional fund manager with 24 years of experience. He is a results-oriented and commercially aware professional who has extensive experience of managing portfolios to maximize returns.
Richard possesses an entrepreneurial spirit,, has in-depth knowledge of portfolio management principles. He has a deep understanding of key-related fields such as finance, economics, asset management and investment consulting.
Richard's areas of expertise include Investment Management, Investment Strategies and Risk Management.
Aside from being the head trader of Alternative I for Chelton Wealth, Richard works on a freelance basis for multiple Asset Management, Family Offices and Proprietary Trading Firms around the globe. In addition to Forex, he trades Equities, Futures, Commodities, Options, Fixed-Income, ETFs and Mutual Funds.
Richard holds a BSc in Business Economics and an MBA in International Business and Management. He is a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM).
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROR | Max DD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.46% | 0.35% | – | – | – | – | – | – | – | – | – | – | -1.12% | -1.46% |
| 2025 | -1.46% | 2.47% | -1.14% | -5.45% | 3.79% | 2.77% | -4.42% | 0.27% | 0.13% | 0.73% | 1.37% | 1.34% | -0.03% | -6.53% |
| 2024 | 1.75% | 0.82% | 1.20% | -3.22% | -0.27% | 0.30% | 1.88% | -2.08% | 1.52% | -5.67% | 8.97% | -0.46% | 4.15% | -7.51% |
| 2023 | 0.85% | -3.11% | 0.71% | 3.19% | 2.39% | -0.88% | 2.02% | 0.47% | 1.57% | 1.20% | 1.07% | 2.49% | 12.47% | -3.11% |
| 2022 | 2.14% | 2.73% | 0.31% | 1.04% | 2.33% | 1.86% | 1.74% | 2.00% | 0.28% | 0.79% | 2.82% | 0.64% | 20.31% | 0.00% |
| 2021 | -0.98% | 1.23% | 1.56% | 2.10% | -1.28% | -0.63% | 2.13% | 0.43% | 1.11% | 2.71% | 2.42% | 1.22% | 12.59% | -1.90% |
| 2020 | 1.09% | 5.58% | 3.33% | -1.55% | 2.27% | 0.48% | -0.38% | 1.93% | 0.82% | -0.63% | -0.21% | 0.95% | 14.34% | -1.55% |
| 2019 | 1.70% | 2.80% | 1.70% | 1.00% | 2.80% | 1.60% | 1.10% | -0.37% | 1.47% | 1.42% | 2.12% | 1.73% | 20.78% | -0.37% |
| 2018 | 2.10% | 1.00% | 1.90% | 1.50% | 2.80% | 0.10% | 2.40% | 1.80% | 2.50% | 0.60% | 0.70% | 4.60% | 24.26% | 0.00% |
Track Record Compiled By: IQ-EQ Fund Administrator
Accounting Notes: Returns are based on proprietary accounts. Client accounts will be traded in like fashion. Results may differ, i.e., broker's spread and execution charges, fees, swap rates, slippage/execution delay, asset/product offering / deposit and risk settings.<br><br> The commissions and fees incurred on the purchase or sale of specific financial product illustrated are not included in the performance shown.<br><br>Disclosure<br> OTC Derivatives trading are high-risk investments. OTC Derivatives are leveraged products that can result in losses exceeding your initial deposit. Trading OTC Derivatives on margin carries a high level of risk, and may not be suitable for all individuals. The high degree of leverage offered can work against you as well as for you. <br><br> This is not a solicitation to invest and you should carefully consider your financial situation as to the suitability to your situation prior to making any investment or entering into any transaction. You should make yourself aware of all the risks associated with OTC Derivatives trading and seek advice from an independent financial advisor if you have any questions or concerns. <br><br> Past performance is not indicative of future results, returns may vary according to market conditions. Trading OTC Derivatives is speculative and may involve the loss of principal; therefore, funds placed under management should be risk capital funds that if lost will not significantly affect one's personal financial well-being. <br><br> No representation is being made that participating in a managed account will necessarily lead to profit. Investors may incur a series of consecutive losses and substantial equity drawdowns that can deplete their funds before the occurrence of any meaningful profit accumulation.
A Portion of this Performance is Based on Proprietary Trading
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. THERE IS A RISK OF LOSS IN FUTURES TRADING.>
Risk Disclosure
PAST PERFORMANCE DOES NOT GUARANTEE FUTURE SUCCESS. IN SOME CASES MANAGED ACCOUNTS ARE CHARGED SUBSTANTIAL COMMISSIONS AND ADVISORY FEES. THOSE ACCOUNTS SUBJECT TO THESE CHARGES, MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS JUST TO AVOID DEPLETION OF THEIR ASSETS. EACH COMMODITY TRADING ADVISOR ("CTA") IS REQUIRED BY THE COMMODITY FUTURES TRADING COMMISSION ("CFTC") TO ISSUE TO PROSPECTIVE CLIENTS A RISK DISCLOSURE DOCUMENT OUTLINING THESE FEES, CONFLICTS OF INTEREST AND OTHER ASSOCIATED RISKS. A HARD COPY OF THESE RISK DISCLOSURE DOCUMENTS ARE READILY AVAILABLE BY CLICKING ON EACH CTA'S "REQUEST DISCLOSURE DOCUMENT" BUTTON.
THE FULL RISK OF COMMODITY FUTURES, OPTIONS AND FOREX TRADING CAN NOT BE ADDRESSED IN THIS RISK DISCLOSURE STATEMENT. NO CONSIDERATION TO INVEST SHOULD BE MADE WITHOUT THOROUGHLY READING THE DISCLOSURE DOCUMENT OF EACH OF THE CTAS IN WHICH YOU MAY HAVE AN INTEREST. REQUESTING A DISCLOSURE DOCUMENT PLACES YOU UNDER NO OBLIGATION AND EACH DOCUMENT IS PROVIDED AT NO COST. THE CFTC HAS NOT PASSED UPON THE MERITS OF PARTICIPATING IN ANY OF THE FOLLOWING PROGRAMS NOR ON THE ADEQUACY OR ACCURACY OF THE DISCLOSURE DOCUMENTS. OTHER DISCLOSURE STATEMENTS ARE REQUIRED TO BE PROVIDED TO YOU BEFORE AN ACCOUNT MAY BE OPENED FOR YOU.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. PROSPECTIVE CLIENTS SHOULD NOT BASE THEIR DECISION ON INVESTING IN THIS TRADING PROGRAM SOLELY ON THE PAST PERFORMANCE PRESENTED. ADDITIONALLY, IN MAKING AN INVESTMENT DECISION, PROSPECTIVE CLIENTS MUST ALSO RELY ON THEIR OWN EXAMINATION OF THE PERSON OR ENTITY MAKING THE TRADING DECISIONS AND THE TERMS OF THE ADVISORY AGREEMENT INCLUDING THE MERITS AND RISKS INVOLVED.
AUTUMN GOLD CTA INDEXES ARE NON-INVESTABLE INDEXES COMPRISED OF THE CLIENT PERFORMANCE OF CTA PROGRAMS INCLUDED IN THE AUTUMN GOLD DATABASE AND DO NOT REPRESENT THE COMPLETE UNIVERSE OF CTAS. INVESTORS SHOULD NOTE THAT IT IS NOT POSSIBLE TO INVEST IN THESE INDEXES.